Walled Lake Planning & Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 2,670 shares of VTI stock, worth $753,554. This represents 0.32% of its overall portfolio holdings.

Number of Shares

2,670

Previous 2,609 2.34%

Holding current value

$753,554

Previous $678,000 5.31%

% of portfolio

0.32%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$245.23 - $269.4 $14,959 - $16,433	61 Added 2.34%	2,670 $714,000
Q1 2024 May 13, 2024	BUY	$232.77 - $260.14 $55,399 - $61,913	238 Added 10.04%	2,609 $678,000
Q4 2023 Feb 13, 2024	BUY	$203.12 - $238.25 $481,597 - $564,890	2,371 New	2,371 $562,000
Q3 2022 Nov 01, 2022	SELL	$179.47 - $216.24 $69,095 - $83,252	-385 Reduced 9.54%	3,652 $655,000
Q2 2022 Aug 09, 2022	BUY	$183.02 - $230.52 $84,921 - $106,961	464 Added 12.99%	4,037 $762,000
Q1 2022 May 13, 2022	BUY	$209.9 - $242.97 $2,308 - $2,672	11 Added 0.31%	3,573 $813,000
Q4 2021 Feb 10, 2022	BUY	$221.73 - $242.96 $789,802 - $865,423	3,562 New	3,562 $860,000

Others Institutions Holding VTI

# of Institutions

2,987

Shares Held

462M

Call Options Held

647K

Put Options Held

433K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Walled Lake Planning & Wealth Management, LLC Vanguard Total Stock Market Et Transaction History